Trevor Tillema
Investment adviser representative at Osaic Wealth, Inc.
16 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Osaic Wealth, Inc.Mar 2024 to now
- OsaicMar 2024 to now
- MML Investors Services, LLCSep 2020 to Mar 2024
- Massmutual Life Insurance CompanyFeb 2020 to Mar 2024
- Costco WholesaleJun 2017 to Jun 2019
- Digitype DesignAug 2016 to Dec 2016
- Tualatin Youth BaseballJan 2010 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OR).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7293038
- Firm CRD
- 23131